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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Randol Curtis (CRD# 2551404) is an Investment Advisor Representative working at One Capital Management, LLC in Westlake Village, CA and has over 29 years of experience in the finance industry.
Valerie D'addona (CRD# 861014) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake Village, CA and has over 44 years of experience in the finance industry.
Jacob Dahlstrum (CRD# 6267766) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Westlake Village, CA and has over 9 years of experience in the finance industry.
John Darmanian (CRD# 2899924) is an Investment Advisor Representative working at Western International Securities in Westlake Village, CA and has over 25 years of experience in the finance industry.
Daniel Davidian (CRD# 5795057) is an Investment Advisor Representative working at Western International Securities in Westlake Village, CA and has over 12 years of experience in the finance industry.
Matthew Davis (CRD# 5853796) is an Investment Advisor Representative working at Sherwood Financial Partners, LLC in Westlake Village, CA and has over 12 years of experience in the finance industry. Matthew Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Ravi Davis (CRD# 5677392) is an Investment Advisor Representative working at Hippocratic Financial Advisors in Westlake Village, CA and has over 10 years of experience in the finance industry. Ravi Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Davis (CRD# 2446325) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Westlake Village, CA and has over 30 years of experience in the finance industry.
Garrett De Buiser (CRD# 2154767) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Westlake Village, CA and has over 32 years of experience in the finance industry.
Kevin Deegan (CRD# 733265) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Westlake Village, CA and has over 41 years of experience in the finance industry. Kevin Deegan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.